Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.11%
2 FBT 3.41%
3 EASI 2.69%
4 JSMD 2.26%
5 GNRX 2.22%
6 FTXH 2.09%
7 RSPH 1.74%
8 AIEQ 1.71%
9 SAEF 1.61%
10 BBH 1.58%
11 HTEC 1.57%
12 EPSB 1.54%
13 RYH 1.44%
14 HELX 1.31%
15 BMED 1.31%
16 EQUL 1.21%
17 EPMV 1.20%
18 EPSV 1.07%
19 SMCO 1.01%
20 WTV 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.81M (11.95%) -293.72K
Decreased by -5.05%
Jun 30, 25
2 Nomura Holdings Inc 5.07M (10.43%) 4.47M
Increased by +88.14%
Jun 30, 25
3 Wellington Management Company LLP 3.77M (7.75%) -517.21K
Decreased by -13.73%
Jun 30, 25
4 BlackRock Inc 3.67M (7.55%) -561.35K
Decreased by -15.29%
Mar 31, 25
5 UBS Group AG 2.39M (4.92%) 2.06M
Increased by +85.97%
Mar 31, 25
6 State Street Corporation 2.09M (4.31%) 34.33K
Increased by +1.64%
Mar 31, 24
7 Kayne Anderson Rudnick Investment Management LLC 1.95M (4.01%) 144.73K
Increased by +7.42%
Mar 31, 25
8 State Street Corp 1.90M (3.91%) -278.81K
Decreased by -14.65%
Mar 31, 25
9 Allspring Global Investments Holdings, LLC 1.77M (3.65%) -33.40K
Decreased by -1.88%
Mar 31, 25
10 Geode Capital Management, LLC 1.26M (2.60%) 30.45K
Increased by +2.41%
Mar 31, 25
11 Impactive Capital LP 1.21M (2.49%) 9.20K
Increased by +0.76%
Mar 31, 25
12 Harris Associates L.P. 1.16M (2.39%) 1.16M
Increased by +100.00%
Jun 30, 25
13 Amvescap Plc. 1.11M (2.28%) 74.18K
Increased by +6.69%
Mar 31, 25
14 Ariel Investments, LLC 1.10M (2.26%) 33.45K
Increased by +3.04%
Mar 31, 25
15 Meritage Group LP 1.07M (2.21%) -111.05K
Decreased by -10.34%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 1.01M (2.08%) 148.44K
Increased by +14.69%
Jun 30, 25
17 Earnest Partners LLC 1.00M (2.07%) 22.45K
Increased by +2.24%
Mar 31, 25
18 Eminence Capital LLC 1.00M (2.06%) 1.00M
Increased by +100.00%
Sep 30, 24
19 Mackenzie Investments 1.00M (2.06%) -951.20K
Decreased by -94.84%
Mar 31, 25
20 Goldman Sachs Group Inc 997.49K (2.05%) 800.76K
Increased by +80.28%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 1.80M (3.71%) -197.57K
Decreased by -10.97%
Jun 30, 25
2 Allspring Mid Value SMA 1.77M (3.64%) 1.77M
Increased by +99.99%
Jun 30, 25
3 Allspring Special US Mid Cap Value Eq 1.77M (3.64%) 298.60K
Increased by +16.86%
Jun 30, 25
4 Allspring Special Mid Cap Value Inst 1.70M (3.49%) -73.80K
Decreased by -4.35%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 1.64M (3.37%) 1.14K
Increased by +0.07%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.55M (3.18%) -37.17K
Decreased by -2.41%
Jul 31, 25
7 Vanguard Institutional 500 Index Trust 1.45M (2.99%) 9.27K
Increased by +0.64%
May 31, 25
8 Vanguard 500 Index Investor 1.22M (2.50%) -178.35K
Decreased by -14.66%
Jul 31, 25
9 Vanguard Small Cap Index 1.19M (2.45%) -8.04K
Decreased by -0.67%
Jul 31, 25
10 Vanguard Windsor Investor Shares 1.00M (2.06%) 109.50K
Increased by +10.95%
Jun 30, 25
11 Invesco S&P 500® Equal Weight ETF 934.98K (1.92%) 264.00
Increased by +0.03%
Jul 31, 25
12 Vanguard Small Cap Value Index Inv 765.08K (1.57%) -679.00
Decreased by -0.09%
Jul 31, 25
13 Oakmark Select Investor 678.00K (1.39%) 678.00K
Increased by +100.00%
Jun 30, 25
14 Invesco S&P 500 ETF 676.82K (1.39%) 676.82K
Increased by +100.00%
Jul 31, 25
15 SPDR® S&P 500 ETF 636.44K (1.31%) -9.30K
Decreased by -1.46%
Mar 31, 25
16 Fidelity 500 Index 622.33K (1.28%) -22.72K
Decreased by -3.65%
Jun 30, 25
17 SPDR® S&P 500® ETF Trust 619.61K (1.27%) -3.24K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 602.25K (1.24%) 2.58K
Increased by +0.43%
Jul 31, 25
19 SPDR® S&P 500 ETF Trust 600.84K (1.24%) -1.29K
Decreased by -0.21%
Apr 30, 24
20 Fidelity® 500 Index 597.45K (1.23%) 3.80K
Increased by +0.64%
Nov 30, 23